Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,005
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$67.6M
3
+$67M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$44.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$42.3M

Top Sells

1
+$85.8M
2
+$72.3M
3
+$34.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$33.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$31.9M

Sector Composition

1 Technology 12.27%
2 Financials 4.9%
3 Consumer Discretionary 3.53%
4 Communication Services 3.11%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
551
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.2B
$10.9M 0.03%
188,747
+7,857
PYPL icon
552
PayPal
PYPL
$43.9B
$10.9M 0.03%
186,242
+18,859
RECS icon
553
Columbia Research Enhanced Core ETF
RECS
$5B
$10.9M 0.03%
265,899
+5,084
MUNI icon
554
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.74B
$10.8M 0.03%
206,744
+5,532
SCHE icon
555
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$10.8M 0.03%
330,831
+26,860
DFCF icon
556
Dimensional Core Fixed Income ETF
DFCF
$9.54B
$10.8M 0.03%
254,491
+54,836
SNOW icon
557
Snowflake
SNOW
$60.7B
$10.8M 0.03%
49,363
+560
USHY icon
558
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.3B
$10.8M 0.03%
289,156
-576,030
TSCO icon
559
Tractor Supply
TSCO
$26.6B
$10.8M 0.03%
216,070
-7,862
FSMD icon
560
Fidelity Small-Mid Multifactor ETF
FSMD
$2.13B
$10.8M 0.03%
244,617
-27,286
IVOO icon
561
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.17B
$10.8M 0.03%
96,161
+2,035
AAAU icon
562
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.14B
$10.8M 0.03%
252,655
-54,983
FLRT icon
563
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$600M
$10.7M 0.03%
227,376
-1,442
INTU icon
564
Intuit
INTU
$130B
$10.7M 0.03%
16,112
-787
IOO icon
565
iShares Global 100 ETF
IOO
$7.89B
$10.5M 0.03%
82,682
-5,042
IJK icon
566
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.66B
$10.4M 0.03%
107,630
+26,133
COIN icon
567
Coinbase
COIN
$54.3B
$10.4M 0.03%
46,017
+7,443
FIW icon
568
First Trust Water ETF
FIW
$1.91B
$10.4M 0.03%
95,709
+6,817
BOTZ icon
569
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.31B
$10.3M 0.03%
285,582
+21,560
KAT
570
Scharf ETF
KAT
$722M
$10.3M 0.03%
187,362
-7,912
SHYG icon
571
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.77B
$10.3M 0.03%
239,284
-34,301
ALL icon
572
Allstate
ALL
$54.9B
$10.3M 0.03%
49,250
+2,748
ACN icon
573
Accenture
ACN
$132B
$10.2M 0.03%
37,935
-2,447
FIIG icon
574
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$660M
$10.2M 0.03%
479,090
+35,513
AIQ icon
575
Global X Artificial Intelligence & Technology ETF
AIQ
$7.69B
$10.1M 0.03%
199,510
+17,124
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